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RWM
Ruedi Wealth Management Portfolio holdings
AUM
$388M
1-Year Est. Return
14.69%
This Fund
S&P 500
1 Year Est. Return
+14.69%
AUM
$388M
AUM Growth
+$6.7M
(+1.8%)
Holding
60
Top Buys
| 1 | +$4.03M | |
| 2 | +$2.62M | |
| 3 | +$952K | |
| 4 |
EUIG
iShares Euro Investment Grade Corporate Bond USD Hedged ETF
EUIG
|
+$829K |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$641K |
Top Sells
| 1 | +$1.74M | |
| 2 | +$880K | |
| 3 | +$866K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$861K |
| 5 |
CVS Health
CVS
|
+$449K |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Communication Services | 0.36% |
| 3 | Energy | 0.24% |
| 4 | Consumer Discretionary | 0.2% |
| 5 | Financials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sprott Physical Gold and Silver Trust
CEF
$7.91B
| $334K | 0.09% |
7,009
|
|
||
52
Dimensional International Sustainability Core 1 ETF
DFSI
$1.09B
| $317K | 0.08% |
7,468
-123
|
|
||
53
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $295K | 0.08% |
5,449
-417
|
|
||
54
Invesco QQQ Trust
QQQ
$472B
| $289K | 0.07% |
501
-47
|
|
||
55
Caterpillar
CAT
$411B
| $272K | 0.07% |
384
|
|
||
56
Broadcom
AVGO
$1.82T
| $254K | 0.07% |
819
|
|
||
57
Ericsson
ERIC
$39.8B
| $216K | 0.06% |
19,201
|
|
||
58
Walmart Inc
WMT
$968B
| $209K | 0.05% |
+1,679
|
|
||
|
59
CVS Health
CVS
$127B
| – | – |
-5,661
|
|
||
60
NVIDIA
NVDA
$4.92T
| – | – |
-1,105
|
|